Enterprise AI spending to hit $177B in 2026, led by Anthropic, OpenAI, Google

Enterprise AI spending is projected to reach $177 billion in 2026, with Anthropic, OpenAI, and Google positioned as the leading vendors. The forecast underscores how aggressively businesses are allocating budgets to AI technologies, reshaping industries and competitive dynamics across the enterprise software landscape. The three frontier labs are expected to capture the bulk of this spending as companies move from experimentation to full-scale deployment. The figure signals that AI infrastructure and model access are becoming core line items in corporate budgets rather than discretionary pilots. What to watch next is whether spending concentration among the three vendors holds as enterprises evaluate costs and alternatives.